Financial Advisor | Base + Inbound Lead Flow jobs in United States
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Asset Preservation Wealth & Tax · 2 days ago

Financial Advisor | Base + Inbound Lead Flow

positionHenderson, NV
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$120K/yr - $350K/yr

Asset Preservation Wealth & Tax is seeking a Financial Advisor based in the Las Vegas metro area. The role focuses on client conversion, comprehensive financial planning, and delivering fiduciary investment guidance while collaborating with tax professionals.

Financial Services

Responsibilities

Run high-volume first/second appointments and close new relationships
Build and present comprehensive written plans (income, investments, taxes, estate)
Execute rollovers/transfers and coordinate clean onboarding with ops
Deliver fiduciary investment guidance and manage fee-based AUM
Partner with tax pros (Roth strategy, bracket management, sequencing)
Use principal-protection/retirement-income tools (including FIAs) as a meaningful secondary channel
Tight CRM hygiene, follow-up cadence, and next-step control
Participate in seminars/workshops that create new client relationships

Qualification

Life Insurance LicenseSeries 65Consultative SellingIncome PlanningTax-Aware StrategyEstate CoordinationHigh IntegrityClient-First ApproachFiduciary Framework

Required

Life Insurance License & Series 65 (or Series 66 or CFP)
Based in Henderson or Summerlin
Track record of turning meetings into clients through consultative selling
Income planning, tax-aware strategy, and estate coordination at a practical level
High integrity, client-first, comfortable operating within a fiduciary framework
Ability to Relocate: Henderson, NV 89074: Relocate before starting work (Required)

Preferred

Ability to Commute: Henderson, NV 89074 (Preferred)

Benefits

401(k)
401(k) matching
Dental insurance
Financial planning services
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Relocation assistance
Retirement plan
Vision insurance

Company

Asset Preservation Wealth & Tax

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Asset Preservation Wealth & Tax is an independent income tax, financial planning, estate planning, and insurance service firm.
dateFounded in 1997
location
Peoria, Arizona, US
people-size11-50 employees
web-link
http://www.apsitaxes.com

Funding

Current Stage
Early Stage

Leadership Team

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Stewart Willis
Partner/ Financial Advisor
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Recent News

Asset Preservation Wealth and Tax
The majority of Americans plan to work indefinitely, new survey finds
2025-08-06
GlobeNewswire News Room
Asset Preservation Wealth & Tax Expands Nationally with Offices in Five New Markets
2024-11-21
Company data provided by crunchbase